Mac Winchester

Senior Regional Director at Principal Asset Management
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Jan, 2022
    - Nov, 2024
  • Certified Exit Planning Advisor
    Exit Planning Institute
    Mar, 2021
    - Nov, 2024
  • Investments & Wealth Institute Member
    Investments & Wealth Institute
    Aug, 2022
    - Nov, 2024
  • Accredited Portfolio Management Advisor
    College for Financial Planning
  • Chartered Mutual Fund Consultant
    College for Financial Planning

Experience

    • United States
    • Investment Management
    • 700 & Above Employee
    • Senior Regional Director
      • Dec 2020 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Manager
      • May 2018 - Dec 2020

    • United States
    • Investment Management
    • 700 & Above Employee
    • Regional Manager
      • Jan 2016 - May 2018

    • Regional Consultant
      • Feb 2013 - Jan 2016

Education

  • Penn State University
    Bachelor of Arts (BA), Communication Arts and Sciences

Community

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